Yusuf Abugideiri, CFP, Author at YeskeBuie

Qualified Charitable Distributions – A Powerful Way to Give

Posted Sep. 21, 2020

Last Updated: July 27, 2026 Each year, many of our Clients share their charitable intentions with us and we work to ensure they’re able to express those intentions in such a way that they and the charity receive the maximum benefit. Examples of strategies we...

Topics: Financial Planning

Money Market Fund Focus

Posted Apr. 16, 2020

As part of our strategy in managing the cash holdings in our Clients’ portfolios, Yeske Buie employs a handful of Money Market Funds (MMFs), including: Schwab’s Value Advantage Money Fund (Investor Shares: SWVXX; Ultra Shares: SNAXX) This fund is bought and sold like the other...

Topics: Economy and Investing

The DFA Approach: Maximizing Return and Minimizing Risk

Posted Oct. 31, 2019

It has been said time and again: “markets climb a wall of worry”. The world can be an uncertain place, and investors like to be appropriately compensated for assuming the risk of being stock market participants. DFA (Dimensional Fund Advisors), the mutual fund company that...

Topics: Dimensional, Economy and Investing, Financial Planning

Healthy Technology Habits

Posted Jul. 16, 2019

Identity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Hackers, phishers, and identity thieves continue to find new ways to cause security breaches and infiltrate people’s databases, email and financial accounts....

Topics: Cybersecurity, Financial Planning, YeskeBuie Millennial

Portfolio Update: Going Long on Bonds

Posted Jun. 13, 2019

A couple years ago, we decided to take a more conservative approach in our fixed income portfolio and replace DFA’s Five Year Global Bond fund with its One Year Fixed Income fund, which carries an average maturity of less than one year. We made this...

Topics: Economy and Investing, Financial Planning

Hindsight is 20/20

Posted Mar. 21, 2019

Investors continually make predictions about the future, trying to “beat” the market and, in many instances, failing to do so. While there are instances when these predictions turn out in their favor, many of these predictions turn out to be pretty comical in retrospect. We’ve...

Topics: Financial Planning

The Age-30 Crisis: What About My Money?

Posted Oct. 03, 2018

Daniel Levinson, a psychologist and one of the founders of the positive adult development field, suggests that “at about 28 the provisional character of the twenties is ending and life is becoming more serious…[during] the Age-Thirty Crisis, between age 28 and 32…it is not uncommon...

Topics: Financial Planning

Defining the “Perfect” Investment

Posted Sep. 06, 2018

If you asked a room of 100 people to define the “perfect” investment, you may not get 100 answers, but you’d certainly get more than one. And more than one answer may be correct! The criteria for judging the merits of an investment include the...

Topics: Economy and Investing

National 529 College Savings Plan Day

Posted May. 18, 2017

Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. We have used this space before to discuss...

Topics: Financial Planning

Expert Spotlight: Picking Policies to Meet Insurance Needs

Posted May. 03, 2017

At Yeske Buie, we believe that successful financial planning captures your life in a big-picture, holistic way. We do this by focusing on the Financial Planning process that includes identifying your goals and resources, establishing steps to harness those resources in pursuit of your Live...

Topics: Financial Planning

Author: Yusuf Abugideiri, CFP

Qualified Charitable Distributions – A Powerful Way to Give

Money Market Fund Focus

The DFA Approach: Maximizing Return and Minimizing Risk

Healthy Technology Habits

Portfolio Update: Going Long on Bonds

Hindsight is 20/20

The Age-30 Crisis: What About My Money?

Defining the “Perfect” Investment

National 529 College Savings Plan Day

Expert Spotlight: Picking Policies to Meet Insurance Needs

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